An organization can create customizable sets of background checks tailored to its unique needs at an organization level.

In this article: 

• Creating a package
• Editing a package
• Activating and deactivating packages

Creating a package

Create a new package following these step-by-step instructions: 

1. Select Packages from the main navigation panel within your client portal.
2. Select New Package. 

3. Enter the package details.
4. Select Next step. 

5. Select which check(s) should be added to the package.

6. Select Next step.
7. Review the package and select Save package.

Editing a package

1. Select Packages from the main navigation panel within your client portal.
2. Select the ellipses () next to the package you want to edit and select View package. 

3. Edit the package information and select Save changes when complete. 

Activating and deactivating packages

A package’s status is automatically set to Active when it is created. 

A package’s status can be changed to Deactivated, which will remove it as an option when creating an order. Any cases that have already been ordered with this package will not be impacted. If apply links are using this package, they will also be deactivated. 

To change a package’s status: 

1. Select Packages from the main navigation panel within your client portal.
2. Select the ellipses () next to the package you want to edit, then select either Activate or Deactivate.
3. Confirm your decision by selecting either Activate or Deactivate in the modal that appears.